VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 714 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $36,590,723 | -1.1% | 354,153 | +1.5% | 0.15% | +5.8% |
Q2 2023 | $37,005,511 | -0.5% | 348,876 | -1.0% | 0.14% | -4.2% |
Q1 2023 | $37,195,989 | -84.6% | 352,565 | -92.6% | 0.14% | -70.4% |
Q4 2022 | $241,456,618 | +613.0% | 4,744,806 | +1229.2% | 0.49% | +224.0% |
Q3 2022 | $33,867,000 | -4.6% | 356,964 | +2.3% | 0.15% | -10.2% |
Q2 2022 | $35,491,000 | -7.8% | 348,984 | +1.8% | 0.17% | -1.8% |
Q1 2022 | $38,483,000 | -4.9% | 342,838 | -5.0% | 0.17% | 0.0% |
Q4 2021 | $40,456,000 | +8.3% | 360,857 | -0.2% | 0.17% | +1.2% |
Q3 2021 | $37,366,000 | -3.1% | 361,546 | -1.7% | 0.17% | -0.6% |
Q2 2021 | $38,545,000 | -8.2% | 367,899 | -11.4% | 0.17% | -6.6% |
Q1 2021 | $41,992,000 | +5.5% | 415,384 | -4.5% | 0.18% | +3.4% |
Q4 2020 | $39,794,000 | +9.9% | 434,858 | -2.8% | 0.18% | -1.7% |
Q3 2020 | $36,193,000 | -0.5% | 447,207 | -3.1% | 0.18% | -8.7% |
Q2 2020 | $36,370,000 | +19.1% | 461,655 | +7.0% | 0.20% | +7.7% |
Q1 2020 | $30,539,000 | -27.2% | 431,642 | -3.6% | 0.18% | -8.1% |
Q4 2019 | $41,977,000 | +5.6% | 447,944 | -0.0% | 0.20% | -0.5% |
Q3 2019 | $39,750,000 | +5.5% | 447,977 | +3.9% | 0.20% | +0.5% |
Q2 2019 | $37,686,000 | +6.0% | 431,298 | +3.9% | 0.20% | +5.9% |
Q1 2019 | $35,569,000 | +19.5% | 415,231 | +8.8% | 0.19% | +8.8% |
Q4 2018 | $29,760,000 | -4.7% | 381,589 | +6.4% | 0.17% | +9.6% |
Q3 2018 | $31,241,000 | -23.5% | 358,725 | -27.0% | 0.16% | -29.1% |
Q2 2018 | $40,818,000 | +3.5% | 491,480 | +2.8% | 0.22% | +3.8% |
Q1 2018 | $39,437,000 | +38.1% | 478,073 | +43.4% | 0.21% | +41.3% |
Q4 2017 | $28,552,000 | +16.3% | 333,428 | +10.1% | 0.15% | +12.8% |
Q3 2017 | $24,557,000 | +82.0% | 302,920 | +75.4% | 0.13% | +66.2% |
Q2 2017 | $13,496,000 | -8.4% | 172,670 | -9.0% | 0.08% | -10.1% |
Q1 2017 | $14,741,000 | +5.3% | 189,831 | +2.7% | 0.09% | +2.3% |
Q4 2016 | $14,003,000 | +9.9% | 184,799 | +4.6% | 0.09% | +7.4% |
Q3 2016 | $12,742,000 | -2.8% | 176,614 | -3.8% | 0.08% | -8.0% |
Q2 2016 | $13,114,000 | +13.8% | 183,511 | +10.0% | 0.09% | +12.8% |
Q1 2016 | $11,522,000 | +12.6% | 166,893 | +8.8% | 0.08% | +14.7% |
Q4 2015 | $10,236,000 | +3.5% | 153,351 | -2.8% | 0.07% | +1.5% |
Q3 2015 | $9,886,000 | -9.3% | 157,799 | -2.6% | 0.07% | +1.5% |
Q2 2015 | $10,904,000 | -3.9% | 161,969 | -2.5% | 0.07% | -7.0% |
Q1 2015 | $11,346,000 | +0.7% | 166,118 | +1.4% | 0.07% | 0.0% |
Q4 2014 | $11,264,000 | +0.9% | 163,843 | -2.5% | 0.07% | -1.4% |
Q3 2014 | $11,163,000 | +109.8% | 168,091 | +109.5% | 0.07% | -67.7% |
Q2 2014 | $5,320,000 | +3.1% | 80,229 | -1.8% | 0.22% | +4.2% |
Q1 2014 | $5,158,000 | +31.3% | 81,717 | +29.7% | 0.21% | +30.5% |
Q4 2013 | $3,927,000 | +147.6% | 63,014 | +128.3% | 0.16% | +115.8% |
Q3 2013 | $1,586,000 | +4.8% | 27,600 | +2.8% | 0.08% | +4.1% |
Q2 2013 | $1,514,000 | – | 26,856 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
High Net Worth Advisory Group LLC | 79,499 | $8,874,883 | 3.30% |
Lowe Wealth Advisors, LLC | 29,945 | $3,342,705 | 1.65% |
StrongBox Wealth, LLC | 22,592 | $2,521,978 | 1.47% |
Montecito Bank & Trust | 38,593 | $4,308,136 | 0.93% |
McAlister, Sweet & Associates, Inc. | 5,819 | $649,580 | 0.60% |
Dentgroup LLC | 5,637 | $629,279 | 0.56% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 8,211 | $917 | 0.34% |
Compass Financial Group, INC/SD | 8,948 | $998,912 | 0.26% |
B.O.S.S. Retirement Advisors, LLC | 10,349 | $1,069,210 | 0.24% |
Agate Pass Investment Management, LLC | 3,128 | $349,179 | 0.20% |